banner 9 navigation training - montana state university · 2020. 4. 21. · banner 9 navigation...

Banner 9 Navigation Training

Finance and Accounting Systems TeamMontana State University

June 2018

Getting Started• Banner 9 test website:

– https://tstabanner.montana.edu/applicationNavigator

• Contents1. Keyboard Shortcuts2. Logging In3. Reading the Welcome Screen4. Accessing Forms5. Filling in Form Data6. Sorting and Filtering List Data7. Executing Form Request8. Accessing New Form from Current Form9. Accessing Recently Opened Forms10. Accessing Related Forms11. Extracting Data12. Amplifying Information

*Click on Team in the upper right corner to return to Getting Started

Finance and Accounting Systems Team

Finance and Accounting Systems Team

Finance and Accounting Systems Team

Logging In

Finance and Accounting Systems Team

• Use NetID and NetID Password

Reading the Welcome Screen

Finance and Accounting Systems Team

• Ensure you’re in the correct campus (if necessary)

Reading the Welcome Screen• Menu

Finance and Accounting Systems Team

Reading the Welcome Screen• Search

Finance and Accounting Systems Team

Reading the Welcome Screen• Recently Opened Forms

Finance and Accounting Systems Team

Reading the Welcome Screen• Link to Welcome Screen

Finance and Accounting Systems Team

Reading the Welcome Screen

Finance and Accounting Systems Team

Reading the Welcome Screen

Finance and Accounting Systems Team

Accessing Forms

Finance and Accounting Systems Team

Accessing Forms – Option 1

Finance and Accounting Systems Team

• Place cursor in Search bar or click on magnifying glass

1a. Accessing Forms• Three options:

• Enter entire form code (e.g. FGITBSR) and hit Enter• Enter first part of form (e.g. FGIT) and select desired form in dropdown menu• Enter the type of form you wish to access (e.g. Trial balance) and select desired

form in dropdown menu

Finance and Accounting Systems Team

1b. Accessing Forms

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Accessing Forms – Option 2

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• Click on Menu (3 horizontal lines) OR• Ctrl + M

2a. Accessing Forms

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• Scroll down using down arrow and hit Enter OR• Click on Banner

2b. Accessing Forms

Finance and Accounting Systems Team

• Scroll down using down arrow and hit Enter OR• Click on desired menu

2c. Accessing Forms

Finance and Accounting Systems Team

• Scroll down using down arrow and hit Enter OR• Click on desired menu

2d. Accessing Forms

Finance and Accounting Systems Team

• Scroll down using down arrow and hit Enter OR• Click on desired menu

2e. Accessing Forms

Finance and Accounting Systems Team

• Scroll down using down arrow and hit Enter OR• Click on desired form

2f. Accessing Forms

Finance and Accounting Systems Team

Accessing Forms – Option 3

Finance and Accounting Systems Team

• Click on Menu (3 horizontal lines) OR• Ctrl + M

3a. Accessing Forms

Finance and Accounting Systems Team

• Scroll down using down arrow and hit Enter OR• Click on My Banner

3b. Accessing Forms

Finance and Accounting Systems Team

• Scroll to (or click on) desired form

3c. Accessing Forms

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Reading the Form Screen

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CampusCurrent Form

Next Section(Alt + Page Down)

Fillable Fields

Filling in Form Data

Finance and Accounting Systems Team

Filling in Form Data• Enter information:

• COA (mandatory with asterisk)• Fiscal Year (mandatory with asterisk)• Fund OR Fund Type (optional)• Account OR Account Type (optional)

Finance and Accounting Systems Team

Filling in Form Data• Three options to retrieve list data:

– Click on – Double click in cell– Place cursor in cell then hit F9

Finance and Accounting Systems Team

Filling in Form Data• List data

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Sorting and Filtering List Data

Finance and Accounting Systems Team

Filtering List Data• Sorting and filtering data

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SortFilter

Filtering List Data• Some filters are case-sensitive• Multiple filters are available• Three options to execute filter:

– Enter– F8– Click “Go”

Finance and Accounting Systems Team

Filtering List Data• Two options to select the desired data:

– Alt + S (after the data is highlighted)– Double-click

Finance and Accounting Systems Team

Filtering List Data

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Executing Form Request

Finance and Accounting Systems Team

Executing Form Request• Three options:

– Alt + Page Down– “Go” button

• Note: Enter will move the cursor between cells. And once you reach Go and hit Enter, it will execute the request.

– “Next Section” button at the bottom left corner

Finance and Accounting Systems Team

Results

Finance and Accounting Systems Team

Accessing New Form From Current Form

Finance and Accounting Systems Team

Accessing New Form – Option 1

Finance and Accounting Systems Team

• Select Search (magnifying glass) OR• Ctrl + Shift + Y

1a. Accessing New Form• Three options:

– Complete form name and hit Enter– Insert portion of form name and choose form in dropdown menu– Insert form type (e.g. budget status) and choose form in dropdown

Finance and Accounting Systems Team

1b. Accessing New Form

Finance and Accounting Systems Team

Accessing New Form – Option 2

Finance and Accounting Systems Team

• Select Menu (3 horizontal lines)

2a. Accessing New Form

Finance and Accounting Systems Team

• Select Banner

2b. Accessing New Form

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• Select Finance System Menu (*FINANCE)

2c. Accessing New Form

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• Select General Ledger (*FINGENLL)

2d. Accessing New Form

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• Select General Accounting Query Forms (*FINGENLQ)

2e. Accessing New Form

Finance and Accounting Systems Team

• Select General Budget Query Forms (*FINGBUDQ)

2f. Accessing New Form

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• Select Organization Budget Status (FGIBDST)

2g. Accessing New Form

Finance and Accounting Systems Team

Accessing Recently Opened Forms

Finance and Accounting Systems Team

Accessing Recently Opened Forms• Ctrl + Y OR• Click on folder to the right of magnifying glass

Finance and Accounting Systems Team

Accessing Recently Opened Forms• Either scroll down using down arrow and hit Enter OR• Click on desired form

Finance and Accounting Systems Team

Accessing Recently Opened Forms

Finance and Accounting Systems Team

Accessing Related Forms

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Related Forms

Finance and Accounting Systems Team

Related Forms

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• Hit Tab to reach data you wish to analyze

Related Forms

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• Click on Related– Keyboard shortcut: Alt + Shift + R

Related Forms

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• Click on FGITRND (or other pertinent related form)– Keyboard shortcut: F3

Related Forms

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• Results – FGITRND

Related Forms

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Extracting Data

Finance and Accounting Systems Team

Extracting Data

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1. Enter Index2. Hit Alt + Page Down OR “Go”

Extracting Data

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1. Hit Tab to reach data you wish to analyze2. Hit F3 to drill down

Extracting Data

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• Select Tools – (Alt + Shift + T)

Extracting Data

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• Select Export – (Shift + F1)

Extracting Data

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• CSV download automatically begins– Select file located in the bottom left corner (Google Chrome)

Extracting Data

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• Results

Extracting Data

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Amplifying Information

Finance and Accounting Systems Team

Browsers• These browsers will support Banner 9 testing:

– Google Chrome (preferred)

– Mozilla Firefox

– Internet Explorer

– Microsoft Edge

Finance and Accounting Systems Team

Test Site Maintenance• Banner 9 test site is down for maintenance

Finance and Accounting Systems Team

EDM Browsers• If you’re annotating and/or scanning documents in EDM, Internet

Explorer is the only browser that currently works.• If you’re only viewing documents in EDM, any of these browsers

will work:– Google Chrome– Mozilla Firefox– Internet Explorer

Finance and Accounting Systems Team